User Tips: Adding Multiple Products (Package) to a Quote v2.0 (with Client Script)

User Tips: Adding Multiple Products (Package) to a Quote v2.0 (with Client Script)

This solution is an improvement on the original idea which used deluge. My solution was posted in the comments are: https://help.zoho.com/portal/en/community/topic/adding-multiple-products-package-to-a-quote

The updated version uses client script instead of deluge.

Hopefully this might help a few people. It helps our reps speed up the process of creating quotes and quoting accurately.

Details below:


Problem:

We run numerous manufacturer promotions with various bundled items and discounts. Reps struggle to remember all details, leading to incorrect discounts on quotes.


Solution

I created a custom module for Product Packages. For each promotion, we create a "Package" including all products, discounts, and start/end dates. A quote lookup field allows users to select a package, automatically adding the related products with accurate pricing and information.

When a user selects a package, a client script retrieves all related products and discounts, adding them to the quote. The lookup field is then reset for additional product entries.

Some fields on the package layout include:

  1. Promotion type
  2. Status
  3. Start / End dates for the promotion. 
  4. Pop-up message field if we want to show the rep a message when quoting the package

I also have a workflow that sets the package to “Expired” when the record expiration date hits. The lookup is filtered in the quotes module to only show “Active” packages.

In Action (with lookup field to the package module):



The Setup:
Create a custom module “Package Items”. Add the fields as below. 



Additional Info
1. I also use client script to hide the “Auto-Quote” field when in a standard view page
2. When I name a package, a deluge script runs to append the Package ID number which is an auto-number field.


The Code: 

  1. try {
    // List of funny loading messages
    var loadingMessages = [
    "Cranking up the quote machine...",
    "One sec... just stepped out for coffee.",
    "Hold tight! The hamsters are running the wheels.",
    "Almost there... giving it a little extra attention.",
    "Loading... probably faster than your internet speed.",
    "Please hold while we make magic happen.",
    "Just a moment... our servers are stretching their legs.",
    "Your patience is appreciated... and rewarded!",
    "Brewing up your quote right now...",
    "Give us a second... we're flexing our technical muscles.",
    "Our system is doing some yoga... stay calm!",
    "Loading... don't worry, it's not stuck!",
    "Fetching your data... hopefully with no detours!",
    "Keep calm and let us handle the rest.",
    "Processing... taking a coffee break, be right back!",
    "Stay tuned... greatness is loading.",
    "Our system is running... faster than a cheetah!",
    "Looks like you're going all in on this quote!",
    "Getting things ready... just need a moment.",
    "Hold on... we're aligning some stars for you.",
    "Please wait... we're feeding the server squirrels.",
    "One moment... your quote is coming fresh out of the oven.",
    "Loading... just making sure everything is perfect!",
    "Generating your quote... thanks for your patience!",
    "Almost there... your quote is worth the wait!"
    ];

    // Select a random message from the list
    var randomMessage = loadingMessages[Math.floor(Math.random() * loadingMessages.length)];

    // Log the entire value object to see its structure
    log("Full value object: " + JSON.stringify(value));

    // Ensure value.id is defined before proceeding
    if (!value || !value.id) {
    log("No product selected or value.id is undefined");
    return; // Exit the script quietly since no valid product was selected
    }

    // Show loader
    ZDK.Client.showLoader({ type: 'page', template: 'vertical-bar', message: randomMessage });

    // Extract the product ID and name from the value passed in
    var packageId = value.id;
    var packageName = value.name;
    log("Product ID: " + packageId);
    log("Package Name: " + packageName);

    // Get the subform field from Quotes module
    var quotedItemsSubform = ZDK.Page.getField("Quoted_Items");

    // Fetch product information for the package ID
    var packageDetails = ZDK.Apps.CRM.Auto_Quote_Packages.fetchById(packageId);


    var packageStatus = packageDetails.Status; // Active or Expired.
    var popUpMessage = packageDetails.Pop_Up_Message; // Check the package for any Pop-up message we want to show
    log("Package Details: " + JSON.stringify(packageDetails));
    log("Package Status: " + packageStatus);
    log("Pop-Up Message: " + popUpMessage);

    // Initialize array for existing line items.
    var existingLineItems = quotedItemsSubform.getValue() || [];
    log("Existing line items: " + JSON.stringify(existingLineItems));
    //
    // Only include rows with products. Excude any blank rows from the quote
    var filteredExistingLineItems = existingLineItems.filter(function(item) {
    return item.Product_Name && item.Product_Name.id;
    }).map(function(item) {
    return {
    id: item.Product_Name.id // Include only the item ID
    };
    });
    log("Filtered existing line items: " + JSON.stringify(filteredExistingLineItems));

    // Array to hold new line items we are adding
    var newLineItemArray = [];

    // Check if package is active and populate new line items
    if (packageStatus === "Active") {
    var packageItems = packageDetails.Package_Details;
    packageItems.forEach(function(item) {
    var productLineItem = {
    Product_Name: {
    id: item.Item_Code.id,
    name: `${item.Item_Code.name} (${item.Item_Name})`
    },
    Product_List_Price: item.Item_Price,
    Description: item.Item_Description,
    List_Price: item.Item_Price,
    Quantity: item.Item_Quantity ?? 1, // Default to 1 if Qty is null or undefined
    Discount: Math.abs(item.Item_Discount ?? 0) // Get the discount or default to 0 if null
    };
    log("New product line item: " + JSON.stringify(productLineItem));
    newLineItemArray.push(productLineItem);
    });
    } else {
    // Show error message if the package is not active
    // My layout to only show Active items but if you don't do that this solves it.
    ZDK.Client.showMessage('This package / promo is no longer active. Please contact the admin for details.', { type: 'error' });
    ZDK.Client.hideLoader();
    return; // Exit the script since the package is not active
    }

    // Combine existing line items with new line items
    var updatedLineItemArray = filteredExistingLineItems.concat(newLineItemArray);
    log("Updated line items array: " + JSON.stringify(updatedLineItemArray));

    // Add all updated items to the Quotes page
    quotedItemsSubform.setValue(updatedLineItemArray);

    // Reset the pick list field so user can re-use
    ZDK.Page.getField("Auto_Quote").setValue(null);

    // Hide loader
    ZDK.Client.hideLoader();

    log("Final updated line items: " + JSON.stringify(updatedLineItemArray));

    // Function to show confirmation and number of items added back to the user
    var showSuccessMessage = function() {
    ZDK.Client.showMessage(`${value.name} selected. ${newLineItemArray.length} items added successfully.`, { type: 'success' });
    };

    // Function to show popup message and then success message
    var showAlertAndSuccess = function(message, heading, buttonText) {
    ZDK.Client.showAlert(message, heading, buttonText);
    showSuccessMessage();
    };

    // Check for pop-up message and show alert if it exists
    if (popUpMessage) {
    showAlertAndSuccess(popUpMessage, "Important Information", "Got It!");
    } else {
    // No pop-up message, show the success message
    showSuccessMessage();
    }
    } catch (error) {
    // Log the error
    log('Error: ' + error.message);

    // Show error message
    ZDK.Client.showMessage('An error occurred while adding items. Please try again.', { type: 'error' });

    // Hide loader
    ZDK.Client.hideLoader();
    }


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • 🤝 Rencontres, partage et inspiration au Zoho Community Meetup de novembre

                                    Chers utilisateurs, Bonne nouvelle 🎉 : notre Meetup Zoho Community approche, et nous serions ravis de vous y voir ! 📍 Toulouse : le 25 novembre 📍 Lyon : le 27 novembre (🎯 Il ne reste que quelques places !) Que vous soyez débutant ou utilisateur avancé,

                                  • Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues

                                    am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warning

                                  • Notification received when self-assigning tickets

                                    When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regard

                                  • Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA

                                    Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions

                                  • Session Expired

                                    I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen

                                  • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

                                    Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

                                  • Disable Buttons for Users with Profiles without permission

                                    Hey, I've noticed that users without permission of setting up things in the marketplace, can still see the icon: On a click, you see this: It would be way better, if they couldn't see this menu icon at all. (Aside from the fact that it completely misplaced

                                  • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                    Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

                                  • Zoho Analytics - Make text clickable in underlying data

                                    Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the

                                  • Credit Management: #5 Advanced Refund Policy

                                    You're subscribed to a well-known SaaS design tool. You've used it to manage your team's projects, create marketing visuals, brochures, and so on. But your needs change over time. Your company may switch to another tool or hire an in-house designer who

                                  • Exported Slide Image Lacks Portion of the Background Image

                                    This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly available

                                  • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

                                    Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert

                                  • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

                                    I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?

                                  • Piss poor service in Support in Domains and email

                                    Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now

                                  • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

                                    Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future

                                  • Zohomail does not support additional fields in mailto links

                                    Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29

                                  • Emails not being received from a particular domain

                                    Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers

                                  • Email address for forwarding is not saving and there's no confirmation ema

                                    Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding

                                  • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                    This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make

                                  • Auto CC - Moving Departments

                                    We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move

                                  • unable to send message reason 554 5.1.8 Email outgoing blocked

                                    unable to send message reason 554 5.1.8 Email outgoing blocked

                                  • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

                                    Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received

                                  • SMTP email sending problem

                                    Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid

                                  • unblock my zoho mail account. outlines@zoho.com

                                    please unblock my zoho mail account, outlines@zoho.com

                                  • Unable to see free plan option

                                    Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.

                                  • Outgoing blocked: Unusual activity detected.

                                    I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses

                                  • How to remove some users in zoho accounts

                                    How to remove some users in Zoho accounts.

                                  • Forwarder

                                    Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

                                  • Forwarder

                                    Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

                                  • DKIM cannot be enabled for the domain as no verified default selector present

                                    Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

                                  • I can't log in to my account on Thunderbird

                                    I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

                                  • Sorten the domain of zoho mail ids

                                    I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool

                                  • Weekly Tips : Customize your Zoho Mail Notifications

                                    In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling

                                  • How to move emails to Shared Mailbox?

                                    Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?

                                  • Email task creator when task is updated/marked complete

                                    I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed

                                  • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

                                    Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the

                                  • Download API file contents from browser

                                    Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)

                                  • March 15, 2023: Zoho Docs is discontinued

                                    As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration

                                  • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

                                    I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in

                                  • Adding a Channel to SalesIQ

                                    I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan Redeagle

                                  • Next Page